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Dublin Estate Planning Lawyer, California

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Includes: Gift Taxation

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1-10 of 20 matches. Page 1 of 2  

James Jackson Phillips

Trusts, Estate Planning, Wills & Probate
Status:  In Good Standing           
CONTACT
4900 Hopyard Rd, Pleasanton, CA 94588
Profile LAWPOINTS™38/100
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William Dana Wollesen

Foreign Investment, Estate Planning, Business & Trade, Corporate
Status:  In Good Standing           Licensed:  17 Years
CONTACT
4733 Chabot Dr, Pleasanton, CA 94588
Profile LAWPOINTS™36/100
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Nickolas Paul Tooliatos

Dispute Resolution, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  41 Years
CONTACT
5000 Hopyard Rd, Pleasanton, CA 94588
Profile LAWPOINTS™36/100
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Gary Steven Costello

Real Estate, Trusts, Gift Taxation, Estate
Status:  In Good Standing           Licensed:  28 Years
CONTACT
7080 Donlon Way, Pleasanton, CA 94568
Profile LAWPOINTS™36/100
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Ivan O B Morse

Trusts, Estate Planning, DUI-DWI, Criminal
Status:  In Good Standing           Licensed:  43 Years
CONTACT
2311 Corte De La Jara, Pleasanton, CA 94566
Profile LAWPOINTS™40/100
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Carol Joyce Kern

Tax, International, Gift Taxation, Employee Rights
Status:  In Good Standing           Licensed:  32 Years
CONTACT
6001 Bollinger Canyon Rd, San Ramon, CA 94583
Profile LAWPOINTS™36/100
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John T Chamberlin

Farms, Estate Planning, Divorce, Child Support
Status:  In Good Standing           Licensed:  38 Years
CONTACT
699 Peters Ave, Pleasanton, CA 94566
Profile LAWPOINTS™34/100
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Patricia Askey Leong

International, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  32 Years
CONTACT
3180 Crow Canyon Pl, San Ramon, CA 94583
Profile LAWPOINTS™36/100
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Allen Thompson Ratcliffe

Trusts, Gift Taxation, Estate, Business
Status:  In Good Standing           Licensed:  34 Years
CONTACT
3150 Crow Canyon Pl, San Ramon, CA 94583
Profile LAWPOINTS™36/100
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Paul Raphael Antebi

International, Gift Taxation, Tax
Status:  In Good Standing           
CONTACT
6001 Bollinger Canyon Road, San Ramon, CA 94583
Profile LAWPOINTS™26/100
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Easily find Dublin Estate Planning Lawyers and Dublin Estate Planning Law Firms. For more attorneys, search all Estate areas including Trusts, Wills & Probate and Power of Attorney attorneys.

LEGAL TERMS

FUNDING A TRUST

Transferring ownership of property to a trust.

INTESTATE

The condition of dying without a valid will. The probate court appoints an administrator to distribute the deceased person's property according to state law.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)
Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)
Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

CURATOR

See conservator.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

BEQUEATH

A legal term sometimes used in wills that means 'leave' -- for example, 'I bequeath my garden tools to my brother-in-law, Buster Jenkins.'

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)
Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

NET ESTATE

The value of all property owned at death less liabilities or debts.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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